Aspen Wealth Strategies, LLC Vanguard Dividend Appreciation Transaction History

Aspen Wealth Strategies, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$168.47 - $182.98 $1.15 Million - $1.25 Million	-6,814 Reduced 83.9%	1,308 $239 Million
Q4 2023 Jan 30, 2024	SELL	$150.16 - $171.16 $7.69 Million - $8.77 Million	-51,218 Reduced 86.31%	8,122 $1.38 Billion
Q3 2023 Nov 01, 2023	SELL	$155.38 - $166.95 $165,945 - $178,302	-1,068 Reduced 1.77%	59,340 $9.22 Billion
Q2 2023 Aug 02, 2023	SELL	$152.74 - $162.43 $199,783 - $212,458	-1,308 Reduced 2.12%	60,408 $9.81 Billion
Q1 2023 May 11, 2023	BUY	$147.24 - $158.33 $9.09 Million - $9.77 Million	61,716 New	61,716 $9.5 Billion
Q4 2022 May 15, 2023	SELL	$144.84 - $158.71 $108,050 - $118,397	-746 Reduced 1.21%	60,970 $9.26 Billion

2,254

197M

463K

229K

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